Did you know that you already have an estate plan? The only question is whether it is the estate plan you want — the one that's best for you and your family.
Anyone who owns assets has an estate. Upon a person's death, those assets must, by law, be properly distributed. Exactly which assets are distributed to whom depends on the estate plan. Without proper planning, a court could determine their distribution in accordance with state law, which may not be the wishes of the deceased. Thinking the Unthinkable: What Everyone Needs to Know about Estate Planning brochure
- Why You Need an Estate Plan
- The Four Fundamental Estate Planning Tools
- Additional Estate Planning Tools
- The Most Important Letter You May Ever Write
- Losing Your Inheritance to Uncle Sam — or Others
- If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family, What Would You Do?
- Dreaming Big: Financial Planning for Unexpected Wealth
- Going to the Hospital? Prepare Financially as well as Medically
- Make Estate Plans to Benefit Yourself and Your Loved Ones
- How a Financial Planner Can Help You...and How to Choose the Right One
